frequently asked questions

FAQ icon

At Moreish our purpose is to: ‘Harness the power of communication to help people achieve greater financial freedom and security’. We do this by bringing fame and fortune to brands who have a positive impact on financial health.

So if your brand is a positive enabler in the financial ecosystem (regardless of whether your direct audience is consumers, businesses or financial advisers)  we’ll inspire the right marketing strategies and creative that’ll help you achieve just that.

And we do this by helping you make more emotional connections with your audiences – which we do through our unique proposition that brings feeling to finance. It’s a fact that we all make emotional choices (particularly so when it comes to financial and B2B decisions) that we then back this up with rationality. That’s why at Moreish we use insight and behavioural psychology best practices to deliver communications that make more of an emotional connection with your audiences to drive better results.

Working with Moreish Marketing means working with an agency that understands both financial service and behavioural psychology. Our proven expertise in the sector means we hit the ground running on your projects, we understand the market and unique sector challenges.

Our team of skilled professionals stay updated on the latest industry trends and best practices. We pride ourselves on providing client service that makes your life easier, and focuses on delivering your objectives. Don’t just take it from us, if you’d like to hear what our financial services clients think about working with Moreish, you can read some testimonials here.

We have over 12 years’ experience in creating and delivering successful marketing strategies and award-winning emotive campaigns for our B2B, Intermediary and Consumer clients, (in fact, we’ve won awards every year we’ve been in business – including Financial Services Agency of the Year).  To see how we’ve helped the likes of Benenden Health achieve a 32% increase in sales volume and More2Life generate over £1m in additional profit, take a look at our work here.

If you’re a Financial Services marketer, chances are we have delivered super successful campaigns in your sector, and we’d like to do the same for you. Get in touch for a chat about how we can work together to achieve your outcomes.

Because of our desire to make a positive impact on the financial eco-system (by working with like-minded companies) and our unique approach to adding  Feeling to Finance.

This means we make emotional connections with your audiences, backed up with behavioural psychology learnings and rationality, to achieve your goals. – always remembering at the end of every tweet, email or brochure is a human being.

Moreish combines the art and science of marketing to do this; we use the art of communication to find better ways for financial brands to tell their stories, and the science of marketing to generate leads and nurture conversations that stimulate growth.

In everything we do; whether it’s strategic thinking, a big idea or the quality of delivery – always asking ourselves how do we make a difference?

It’s what makes us Moreish.

The changing face of marketing skill sets needed, budget/headcount restrictions and business cycles means that having an objective team of in-house experts for every marketing requirement is near on impossible these days.

And when it comes to strategy consultancy, creative and brand development or simply managing peaks and troughs in marketing delivery by partnering with Moreish, we become an extension of your own marketing team. Our 12 years’ experience  working with a diverse range of financial services means we have expert knowledge of your sector and can provide a unique outlook to your projects and fresh creative thinking that sometimes requires an external viewpoint.  

Due to our sector expertise, we don’t need the lengthy onboarding that new marketing hires often require. Moreish hit the ground running, adding value from the offset. We can plug the gaps where your team’s skill sets or capacity is stretched.

Our agency model combines inhouse strategy and client service in our London-based office along with a network of expert creatives, designers and developers and cross-channel specialists. This means we’re client-centric and media neutral, always able to cherry pick the right approach and resource tailored to your specific needs.

Thanks to our network model, we can flex to have 20 people working on your business one week and no one working on it the next if not needed. It allows us to be nimble and responsive and able to meet budgets and deadlines that most agencies would laugh at.

We recognise that agency isn’t always best however. There are times when an internal resource (or indeed another agency) would be best placed to achieve your outcomes, and in those instances we will always recommend what’s best for you whilst supporting and complementing your resources as needed in the short-term. Our goal is only to add value where you need it.

Get in touch and let’s chat about how Moreish Marketing agency can work as an outsourced extension of your marketing department.

As a financial services marketing agency, we offer a full range of B2B, Intermediary and Consumer marketing services tailored specifically for financial services companies and fintech businesses. This includes:

– Brand development

– Marketing campaigns

– Digital tools

– Websites

– Content

– Videos


– Events

Browse our case studies to see how we’ve helped financial services organisations grow their business.

We work with all types of financial services companies across a ton of sectors, including insurancehealthcareretirementequity releaseinvestmentsemployee benefits and fintech.

This in depth knowledge means we can hit the ground running when it comes to working with you. We already understand the compliance regulations, the FS marketplace and audience segments to add value from the very start of our working relationship. Our years of working in this sector mean we understand the business you’re in, and our experts are ready to help right from the outset.

You can view our showreel to see a sample of some of our campaign work here.

Basically, if it’s marketing or advertising related to financial services from strategy to execution, we’ve got you covered.

Every client has different requirements and we tailor our ways of working around this as we understand the engagement levels you require and as our relationship evolves. What doesn’t change however is our drive to be outcome oriented, we are relentlessly focused on achieving your objectives – no matter how big or small the assignment might be.

For larger projects and strategy development we start by learning as much as we can about your business through our clearly defined discovery process.  By asking the right questions, listening to what the research uncovers and unearthing the factors that drive the behaviour of your audience and influence their relationship with your brand. Including your commercial model, audience segments, stakeholder goals, product offerings and most importantly, your desired outcomes. 

We’ll then make recommendations on things like segmentation, value propositions, messaging and media channels.

We also support you by providing thorough and onboarding process built around your success criteria, so you know what to expect from us and our ways of working.

We always provide detailed reporting and optimisation to ensure success against your objectives.

All of our processes are built around achieving your outcomes. No matter what the project; your goals and objectives become our goals and objectives.

Moreish are a team of 6 core Strategy and Client Service team members located in London, supported by a design and development team based in Northern Ireland and a network of best of breed creative and channel experts across the UK. This ensures you have a dedicated client service team, who are able to cherry pick the best of breed and most cost effective resource to support your business whatever your communication needs. You can view our team of experts and list of services here.

We customise our engagements based on each client’s needs. Most of our clients work on a per-project basis, but we have developed long-standing relationships with many of these businesses and work with several on a retainer basis.

Unlike other agencies, we don’t operate a traditional ‘paying for time where the clock is always ticking’ and you don’t know what value you are getting for your money. In line with our mission to provide as much value as possible to achieve your goals, we focus on output and outcome oriented costings. We will always supply you with an estimate upfront, containing the outputs we will deliver with the outcomes to be achieved – so we share the same focus on success. 

We know that return on investment and value for money are top priorities for our clients so we regularly capture results data and report back to you throughout our campaigns. We work with you to set up-front objectives and optimise towards these for successful outcomes.

We’ve a track record for winning awards, in fact we’ve won awards for every year we’ve been in business!  From winning Financial Services Agency of the Year, to a DMA award and many in between.

We’ve also won for our client work in categories including Most Effective Brand Purpose, Most Effective Use of a Small Budget, B2B Campaign and Most Effective Content Marketing Strategy Small Company.

Last year alone we were honoured to have been shortlisted for 7 categories at the 2023 Financial Services Forum Awards for Marketing Effectiveness (including Agency of The Year), and were even more chuffed to pick up a haul of 5 awards on the night for our work with some of our amazing financial services clients!  You can read more about our award-winning work here.

Data Protection, privacy and ethical practices are always top of mind at Moreish. Feel free to ask us for our Data Protection registration certificate, Anti-bribery, Anti-corruption, Information Security policies and Modern Slavery statements.

We can also work with you on your website security or GDPR queries you may have.

Moreish Marketing recognises that it has a responsibility to the environment beyond legal and regulatory requirements. We are committed to reducing our environmental impact and continually improving our environmental performance as an integral part of our business strategy and operating methods, with regular review points.


Some of the ways in which we do this include;


  • Paperless project management via email, and Harvest
  • A shared workspace to reduce our carbon footprint
  • Flexible working, with only 2 to 3 days in the office, with work from home on strike days
  • Office location opposite Waterloo station to encourage public transport
  • Showers and bike storage available at the office
  • Only public transport used for business meetings and reimbursed
  • Charity donations to organisations that share our values every year

We encourage customers, suppliers and other stakeholders to do the same.

Getting started with Moreish is easy! Simply reach out to our team via phone, email, or our online contact form to schedule a meeting. During this initial discussion, we’ll aim to learn more about your business, goals, and marketing needs and share our relevant credentials to see if there’s a good fit.

Then you can try us out with a small project, or send us a pitch brief or RFP to respond to.

Or in the meantime if you’re unsure whether your business needs a brand health reinvigoration, why not try our free 5-minute questionnaire on our website and receive an instant personalised report. We would be very happy to talk through the results with you and provide recommendations for your brand.


We’re passionate about working with businesses that help people engage positively with their financial health. If this sounds like you, get in touch.